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2015 IARFC National Financial Plan Competition Winners -David Ferraro and Staci Rezendes of Bryant University, Smithfield, RI  -  Learn More... call 800.532.9060

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May/June 2015

Cover Profile:
Mayo Woodward - New IARFC Board Director

Newly elected Director, Mayo Woodward, CRPC, RFC® attended the IARFC Annual Board Meeting for the first time.  A native of Tallahassee FL, Mayo today calls Birmingham, AL his home where he serves as a Managing Director/Complex Manager at BB&T Scott & Strongfellow. The IARFC staff asked him to share his thought of the recent Board Meeting and becoming an IARFC Director.

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On the Path to Accreditation

Are you smarter than a fifth grader? Do people refer to you as “smarty-pants” or something similar? Are smarties your favorite candy? If so, or if not, then we have something for you. We have been working extra hard to put together an impressive group of questions that you can tackle to show the world just how much you know. Now is your chance to shine and to impress those around you by taking the new MRFC exam. Are you up for the challenge?

by Jim Lifter

It is always a quandary when you are starting to write a column as the “new” person. Ed Morrow has written so many articles for the Register as Chairman that I am sure it will look out of place to see my name in the byline — it even looks unusual to me. Nevertheless, I am determined to forge ahead — bringing news of what is going on in the association and what is important to you, our members.

Board Meeting

by Steve Bailey

Working With Your Internal
An in depth look at the process and the consultant leading it

by Hank Brock



A practitioner-oriented financial magazine written and published  by the IARFC. The Register is published by the International Association of Registered Financial Consultants ©2015, it includes articles and advice on technical subjects, economic events, regulatory actions and practice management. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured.


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Vol. 16  No. 2 - Jamie Bosse

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